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PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

168 hedge funds and large institutions have $779M invested in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+3
Holders Change %
+1.82%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
74
Reduced
48
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$166M +$118M +2,346,083 +243%
SFG
2
Stonebridge Financial Group
Pennsylvania
$53.4M +$21.9M +435,561 +69%
Bank of America
3
Bank of America
North Carolina
$52.8M -$900K -17,946 -2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$44.8M +$24.8M +493,764 +124%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$42.2M +$7.65M +152,598 +22%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$34.2M -$4.27M -85,061 -11%
SWP
7
Sagespring Wealth Partners
Tennessee
$28.7M +$16.7M +333,708 +140%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$27.1M -$8.1M -161,478 -23%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$26.3M +$3.14M +62,582 +14%
LPL Financial
10
LPL Financial
California
$22.5M +$1.58M +31,506 +8%
BWM
11
Biltmore Wealth Management
Arizona
$21.6M +$1.01M +20,125 +5%
TCM
12
TD Capital Management
Tennessee
$18.5M +$1.46M +29,167 +9%
Osaic Holdings
13
Osaic Holdings
Arizona
$13.1M +$2.32M +46,396 +21%
CCM
14
Condor Capital Management
New Jersey
$13M +$53.8K +1,073 +0.4%
Wells Fargo
15
Wells Fargo
California
$12.9M -$887K -17,680 -6%
Raymond James Financial
16
Raymond James Financial
Florida
$9.66M +$1.1M +21,907 +13%
QWP
17
Quotient Wealth Partners
Texas
$7.32M +$755K +15,052 +11%
WFA
18
Websterrogers Financial Advisors
South Carolina
$6.45M +$48.6K +969 +0.8%
KLI
19
Kelman-Lazarov Inc
Tennessee
$5.99M +$731K +14,569 +14%
Stifel Financial
20
Stifel Financial
Missouri
$5.82M -$357K -7,115 -6%
AF
21
Allworth Financial
California
$4.91M +$645K +12,856 +15%
AWM
22
Axxcess Wealth Management
California
$4.86M +$1.26M +25,039 +35%
CAAS
23
Capital Asset Advisory Services
Michigan
$4.83M +$1.1M +21,918 +29%
CWM
24
CarsonAllaria Wealth Management
Illinois
$4.78M +$568K +11,324 +14%
NA
25
NewEdge Advisors
Louisiana
$4.76M +$1.21M +24,130 +34%